Categories / Operations & Inventory
Jobber Creative Roof Solutions: $900K → $4M; 3→10+ staff; quotes-to-pay on phone + review asks
A father-son roofing company went from about $900K to a $4M trajectory and 10+ people by running quotes, e-sign, scheduling, invoices, payments, and review asks from Jobber on their phones.
- Task
- escape phone-chaotic quoting/scheduling/invoicing without a centralized system
- Result
- best year before Jobber ~$900K → on track $4M+; 3 people → 10+ across three full-time crews; automated Google review collection; full quote→sign→schedule→invoice→pay from phone
- Tools
- Jobber (quoting, e-sign contracts, scheduling, invoicing, payments, mobile, automated review collection)
- Setup
- build quotes with detailed scopes in Jobber → collect e-signatures → schedule crews with shared job details → invoice and take payment from mobile → enable automated review requests after jobs
Step-by-step setup guide + copy-paste prompt
Honest note: Most of this is rules/workflow automation. Still the operating system upgrade that unlocked growth in the case study.
Prerequisites
- Jobber account (check which plan includes Automations / review collection).
- Clients and services imported.
Step-by-step setup
Step 1. Build detailed quotes in Jobber and send by email/text so clients approve online.
Step 2. Collect e-signatures on contracts from the same quote flow.
Step 3. Schedule crews with shared job details on the calendar.
Step 4. Invoice and take payment from mobile when the job is done.
Step 5. Turn on automated review requests after completed jobs (Jobber Academy path / Marketing settings on your plan).
Step 6. Quote follow-ups (optional). Settings → Automations → Quote follow-up card → toggle on → delay → edit message → Save.
Copy-paste prompt
Write two short Jobber quote follow-ups for {{company}} roofing: day 3 friendly check-in, day 7 last nudge.
Under 50 words, include {{quote_link}}.Sources
- Jobber Academy: Creative Roof Solutions. Credit: Creative Roof Solutions' owner.
- Setup paths: Jobber Help (Automations).
Industries: AI automation for Home Services & Contractors
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